# Xy Planning Network, INC. 401(k) Plan
Source: https://planprovider.pro/companies/xy-planning-network-inc-401k-plan-001

> Xy Planning Network, INC.'s 401(k) plan: 86 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Xy Planning Network, INC.

- **Sponsor EIN:** 854378005

- **Sponsor Address:** 24E. MAIN STREET, BOZEMAN, MT, 59715

- **Plan Type:** 401(k)

- **Total Participants:** 86

- **Total Assets:** $2.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|86|$2.0M|$320,606|$0|

| 2023|73|$1.5M|$65,000|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| KCOE ISOM LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KCOE ISOM LLP](https://planprovider.pro/provider/kcoe-isom-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$490|—|—|—|—|

| 2023|—|—|—|—|—|

## Similar Plans

- [Xy Planning Network, LLC](https://planprovider.pro/companies/xy-planning-network-llc-401k-plan) — 87 participants

- [Creative Finance & Investments, LLC](https://planprovider.pro/companies/creative-finance-investments-llc-plan) — 2 participants

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